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Field Service CRM Integration

Turn Every Call Into A JobNimbus Contact And Job

Marlie AI answers every inbound call 24/7, qualifies the work, and creates Contacts and Jobs in JobNimbus — perfect for roofing, restoration, and exterior contractors who can't drop a job to answer the phone.

Phone-first lead capture for contractors on JobNimbus

Phone-first lead capture for contractors on JobNimbus

Roofers, restoration teams, and exterior contractors run their business on JobNimbus — but the calls don't stop while crews are on a roof or hauling debris. Missed calls become missed inspections, and missed inspections become lost five-figure jobs.

Marlie AI gives JobNimbus contractors a 24/7 phone receptionist. Every inbound call is answered, qualified for damage type and timeline, and pushed into JobNimbus as a Contact and Job ready to dispatch — with the right type, status, and tags for your sales and production workflows.

What You Get with Marlie + JobNimbus

Everything you need to connect your phone calls with JobNimbus — fully automated, zero manual work.

Auto-Create Contacts & Jobs

Every qualified call creates a JobNimbus Contact and Job with site address, damage type, and the work scope captured.

Type, Status & Tag Routing

Marlie sets the right job type, starting status, and tags so your sales and production workflows fire automatically.

Inspection & Estimate Booking

Marlie can book inspections and estimates on the right rep's calendar, create Tasks on the Job, and send confirmations.

Storm Response Coverage

After a storm, call volume spikes overnight. Marlie answers every call, qualifies damage, and queues Jobs in JobNimbus for the morning.

Call Notes On The Job

Full call summary, transcript, and a link to the recording are attached to the JobNimbus Job for the rep before they show up.

Smart Deduplication

Returning callers are matched to existing JobNimbus Contacts so your CRM stays clean and Job history is preserved.

How It Works

Get up and running with JobNimbus in minutes — no coding required.

1

Connect JobNimbus

Authenticate JobNimbus from the Marlie dashboard with your API key. Connection takes minutes, no developer required.

2

Map Job Types, Tags & Reps

Choose which call intents map to which job types and statuses, and which sales reps own new Contacts and Jobs.

3

Marlie Answers 24/7

Inbound calls — including storm-driven spikes — are answered around the clock. Marlie qualifies damage, timeline, and insurance.

4

JobNimbus Stays Current

New Contacts and Jobs appear in JobNimbus in real time with the right tags, status, and assigned rep ready to dispatch.

Built for Real Scenarios

See how businesses use Marlie + JobNimbus to capture more leads and streamline operations.

Roofing Contractors

Scenario

A roofing company spends thousands on lead generation but loses calls when crews are on a roof.

Outcome

Marlie answers every call, qualifies damage and insurance involvement, books an inspection, and creates the Job in JobNimbus with the right tags for the sales workflow.

Storm Response Teams

Scenario

After a hailstorm, a restoration company gets hundreds of calls overnight that go to voicemail.

Outcome

Marlie answers each call, captures property details and damage type, and queues qualified Jobs in JobNimbus so reps hit the ground running.

Multi-Rep Exterior Contractors

Scenario

A siding and gutter company has multiple sales reps and needs leads routed by territory.

Outcome

Marlie qualifies the call, picks the right rep based on the property's zip code, and assigns the JobNimbus Job to that rep with full notes attached.

Frequently Asked Questions

Common questions about the Marlie AI + JobNimbus integration.

Which JobNimbus plans work with Marlie?

Any JobNimbus plan that includes API access works with Marlie. Plans without API access can still connect via Zapier-style webhooks.

Can Marlie set the right job type and status in JobNimbus?

Yes. You map call intents to JobNimbus job types, starting statuses, and tags in the Marlie dashboard so every Job lands in the right workflow.

Will Marlie create duplicate Contacts in JobNimbus?

No. Marlie matches callers to existing JobNimbus Contacts by phone and email and creates the new Job under the existing Contact.

Can Marlie book inspections directly into JobNimbus?

Yes. Marlie can offer inspection slots, book them on the rep's calendar, and create the corresponding Task on the JobNimbus Job.

How does Marlie handle storm-driven call spikes?

Marlie scales to handle simultaneous calls, so a sudden surge from a storm event doesn't overflow voicemail or block paying customers.

Are call recordings stored in JobNimbus?

Transcripts and summaries are attached to the JobNimbus Job. Full recordings stay in Marlie with a deep link from the Job notes.

Ready to connect Marlie AI with JobNimbus?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
Easy onboarding

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Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.

    Marlie AI + JobNimbus Integration | AI Receptionist For Roofing & Restoration